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Goldman Sachs Wealth Services, L.p. CRD 106693
$31.7B regulatory AUM 89,850 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
100 Coliseum Drive, Cohoes, NY 12047 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-09-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Miami University | Oxford | OH | 07/2013 | 05/2017 |
| Standard Life China | Tianjin | 10/2017 | 02/2018 | |
| Rensselaer Polytechnic Institute (Rpi) | Troy | NY | 07/2018 | 11/2019 |
| Ernst & Young | Beijing | 07/2019 | 08/2019 | |
| Goldman Sachs | Cohoes | NY | 05/2020 | Present |
| Na | Na | 06/2017 | 09/2017 | |
| Na | N/A | 03/2018 | 06/2018 | |
| Na | Cohoes | NY | 11/2019 | 04/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-13 |
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